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IN SB0559

Bill

Status

Engrossed

3/1/2017

Primary Sponsor

Doug Eckerty

Click for details

Origin

Senate

2017 Regular Session

AI Summary

SB 559 Summary

  • Creates a new property tax exemption for affordable rental housing owned by 501(c)(3) organizations or their single-member limited liability company subsidiaries, effective January 1, 2018.

  • Requires property owners to meet Internal Revenue Service criteria for charitable organizations providing low-income housing, using either the safe harbor provision or facts and circumstances test from IRS Revenue Procedure 96-32 (as in effect January 1, 2018).

  • Mandates owners provide documentation to township or county assessors demonstrating compliance, such as IRS tax-exempt determination letters, Form 990, or rent rolls showing residents' income levels meet charitable housing criteria.

  • Prohibits owners from being deemed noncompliant if a tenant's income increases during their occupancy of the property.

  • Does not apply to property already exempt under other sections and excludes property exempt under section 16.7 of Indiana Code.

Legislative Description

Property tax exemption for affordable housing. Provides a property tax exemption for affordable rental housing property when the property does not otherwise qualify for a property tax exemption. Provides that, in order to qualify for the exemption, the owner must meet the criteria applied by the Internal Revenue Service in determining if an organization that provides low income housing is considered charitable because it relieves the poor and distressed.

Last Action

First reading: referred to Committee on Ways and Means

3/7/2017

Committee Referrals

Ways and Means3/7/2017
Tax and Fiscal Policy1/18/2017

Full Bill Text

No bill text available